STEP 1
Connect Billtrust and Heartland
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Billtrust and Heartland Integration
Connect Billtrust and Heartland to automate finance workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Billtrust and Heartland
Detailed info you need to know about Billtrust and Heartland integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Heartland
Set up your Billtrust and Heartland integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Heartland nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Billtrust and Heartland. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Heartland work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Heartland that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Billtrust triggersHeartland actions
Billtrust modules
- Create a CategoryCreates a new category in the specified service.
- Create a DepartmentCreates a new department in the system.
- Create a DisputeCreates a dispute for a transaction or charge in the system.
- Create a Dispute NoteCreates a dispute note in the system.
- Create a ReasonCreates a new reason entry in the system.
- Create a ResolutionCreates a resolution based on the provided parameters.
- Create an AssigneeCreates an assignee for a task or project.
- Delete a Buyer Account CardDeletes a buyer's account card from the system.
- Delete a CategoryDeletes a category from the service.
- Delete a DepartmentDeletes a department from the database.
- Delete a Department by CodeDeletes a department using its unique code identifier.
- Delete a DisputeDeletes a dispute from the system.
- Delete a Dispute NoteDeletes a specified dispute note in the system.
- Delete a ReasonDeletes a specific reason from the system.
- Delete a ResolutionDeletes a resolution from the system.
- Delete a Resolution by CodeDeletes a resolution using a specific code as the identifier.
- Delete a Surcharging Buyer AccountDeletes a surcharging buyer account from the system.
- Delete an AssigneeRemoves an assignee from a task or project.
- Delete an Assignee by EmailDeletes an assignee using their email address.
- Delete an AttachmentDeletes a specified attachment from the system.
- Generate a Presigned Upload URLGenerates a presigned URL for uploading a file to the server.
- Get a Category by CodeRetrieves a category using the specified code.
- Get a Company ScoreRetrieves the score for a specific company.
- Get a Credit ApplicationRetrieves a credit application using a specific ID.
- Get a DepartmentRetrieves a department by its code.
- Get a DisputeRetrieves information about a specific dispute by its ID.
- Get a Dispute Note by IDRetrieves a dispute note using the specified ID.
- Get a ReasonRetrieves a specific reason from the database or service.
- Get a ResolutionRetrieves a resolution using a specific code.
- Get a Signed Credit ApplicationRetrieves a signed credit application from the service.
- Get a Subcharging Buyer AccountRetrieves a subcharging buyer account.
- Get an Assignee by EmailRetrieves an assignee using their email address.
- Get an AttachmentRetrieves an attachment by ID.
- Get Business UnitsRetrieves business units from a service.
- Get Buyer Account CardRetrieves information about a buyer's account card.
- Get Dispute Audit LogRetrieves the dispute audit log from the system.
- Get Dispute by IDsRetrieves disputes using specific IDs.
- Get Notification SettingsRetrieves the notification settings for a user or service.
- List All Notes for Credit ApplicationRetrieves all notes associated with a credit application.
- List AssigneesRetrieves a list of assignees.
- List AttachmentsRetrieves all attachments from a specific service.
- List CategoriesRetrieves a list of categories from the service.
- List Credit ApplicationsRetrieves a list of credit applications.
- List DepartmentsRetrieves a list of departments.
- List DisputesRetrieves a list of disputes from the service.
- List Documents for Credit ApplicationFetches all documents related to a credit application.
- List NotesRetrieves all notes for a dispute.
- List ReasonsRetrieves a list of reasons.
- List Reasons by CategoryRetrieves reasons by category.
- List ResolutionsRetrieves a list of resolutions.
Heartland modules
- Add Item to a Purchase OrderAdds an item to a purchase order.
- Add Item to a ReceiptAdds an item to a receipt.
- Add Item to a ReturnAdds an item to a return process.
- Create a CustomerCreates a new customer in the system.
- Create a Gift CardCreates a gift card in the system.
- Create a Purchase OrderCreates a purchase order in the system.
- Create a ReceiptCreates a receipt for a transaction.
- Create a ReturnCreates a return for a specified order or product in the system.
- Create a Sales OrderCreates a sales order in the system.
- Create a TicketCreates a ticket in the ticketing system.
- Create a UserCreates a new user in the system.
- Create a VendorCreates a vendor in the specified service.
- Create an Inventory TransferCreates an inventory transfer between locations.
- Create an InvoiceCreates an invoice based on provided details.
- Create an ItemCreates an item.
- Get a CustomerRetrieves a customer from the service.
- Get a Gift CardRetrieves a gift card from the service.
- Get a Purchase OrderRetrieves a purchase order.
- Get a ReceiptRetrieves a specific receipt by ID from a service.
- Get a ReturnRetrieves a return.
- Get a Sales OrderRetrieves a sales order by its ID.
- Get a TicketRetrieves a ticket.
- Get a UserRetrieves a user.
- Get a VendorRetrieves a vendor.
- Get an Inventory TransferRetrieves an inventory transfer.
- Get an InvoiceRetrieves an invoice.
- Get an ItemRetrieves an item.
- List CustomersRetrieves a list of customers.
- List Gift CardsRetrieves a list of gift cards.
- List Inventory TransactionsRetrieves a list of inventory transactions.
- List Inventory TransfersRetrieves a list of inventory transfers from the service.
- List Invoice LinesRetrieves a list of invoice lines.
- List InvoicesRetrieves a list of invoices.
- List ItemsRetrieves a list of items.
- List Purchase Order LinesRetrieves a list of purchase order's lines.
- List Receipt LinesRetrieves a list of receipt lines.
- List Return LinesRetrieves a list of return lines.
- List Sales OrdersRetrieves a list of sales orders.
- List TicketsRetrieves a list of tickets.
- List UsersRetrieves a list of users.
- List VendorsRetrieves a list of purchase vendors.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CustomerUpdates a customer's details in the system.
- Update a Sales OrderUpdates a sales order with the provided information.
- Update a TicketUpdates a ticket in the system with new information or changes.
- Update a UserUpdates a user with the provided details.
- Update a VendorUpdates a vendor with new information.
- Update an Inventory TransferUpdates an inventory transfer with new details or adjustments.
- Update an InvoiceUpdates an invoice with new information or modifications.
- Update an ItemUpdates an item in a specified collection or database.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Heartland integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Billtrust and Heartland.
Connect your Billtrust and Heartland accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Billtrust's "Watch Assignees" fires, WEXTL can "Add Item to a Purchase Order" in Heartland. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Heartland has 50 actions (including Add Item to a Purchase Order, Add Item to a Receipt, and Add Item to a Return). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Billtrust-to-Heartland automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Billtrust (or Heartland) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Billtrust + Heartland automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Billtrust and Heartland integration.
- Billtrust and Heartland integration source code, module specs and credentials implementation.
- Our Billtrust and Heartland integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Heartland — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Billtrust integration information
- Heartland integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library